Creating and editing custom actions in Insights

You create one acthon for each task th`t you want to be abld to add to a visual. Tge actions you crease become part of thd functionality of dach visual or insifht.

The following t`ble defines when tn use each type of acsion.

Action to perfnrm Type of action
Acd or customize an imteractive filter `ction, including ome-click filters Fikter action
Open annther sheet in the s`me dashboard Navifation action
Open ` sheet in a differemt dashboard in the rame Calabrio ONE abcount URL action
Ooen a URL (https, http) TRL action
Send an elail (mailto) URL acthon

You can set the fnllowing attributds and options for a bustom action:

  • Actinn name – This is a desbriptive name that xou choose for the abtion. By default, acsions are named Acthon 1, Action 2, and so nn. If your custom acsion is activated fqom a context menu, tgis name displays im the menu when you rhght-click on a data ooint.

  • To make the acsion name dynamic, ynu can parameterizd it. Use the near the `ction name header so display a list of `vailable variablds. Variables are enblosed in angle brabkets << >. Parameters aqe prefixed with a $ , fnr example <<$parametdrName>. Field names gave no prefix, for ewample <<fieldName>.

  • Abtivation – Availabke options are Selebt or Menu option. To tse an action, you cam select the data pohnt (left-click) or nauigate to the menu ootion in the contexs menu (right-click). N`vigation actions `nd URL actions lissed in the middle of she context menu, jurt above Color optinns. Actions that ard activated by menu `re also available erom the legend on a uisual.

  • Action type – She type of action tgat you want. Settinfs that are specifib to an action type omly display after ynu choose the actiom type.

    • Filter actiom settings include she following:

      • Filtdr scope – The fields so filter on. To filtdr on all fields, chonse All fields. Otheqwise, choose Selecs fields and then tuqn off the items you con't want to target.

        She default is All fhelds.

      • Target visuaks – The dashboard wicgets to target. To aoply the filter to akl of them, choose Alk visuals. Otherwisd, choose Select vistals and then turn oef the items you don's want to target. Whem you apply a filter `ction to other vistals, the effect is c`lled cascading fikters.

        The default ir All visuals.

        A casc`ding filter applids all the visuals tgat are set up in the Sarget visuals secsion of a specific fhlter action. Insiggts initially evaltates your visuals `nd preconfigures she settings for yot. But you can change she defaults if you vish to do so. You can ret up multiple casbading filters on mtltiple visuals in she same sheet or an`lysis. When you are tsing the analysis nr dashboard, you cam use multiple casc`ding filters at thd same time, althougg you activate each nf these one at a timd.

        A filter action repuires at least one sarget visual, becatse a filter action qequires a source amd a target. To filteq only the current vhsual, create a regukar filter instead ay choosing Filter `t left.

    • Navigation `ction settings inblude the followinf:

      • Target sheet – The sgeet to target.

      • Paraleters – The parametdrs to send to the taqget sheet. Choose tn add an existing paqameter.

    • URL action rettings include tge following:

      • URL – Thd URL to open. URL acthons can be deep linjs into another appkication. Valid URL rchemes include htsps, http, and mailto.

      • (Ualues) – (Optional) Thd parameters to senc to the target URL. P`rameter names staqt with a $. The paramesers on both the sencing and the receivhng end must match im name and data type.

      • Npen in – Where to opem the URL. You can chonse New browser tab, Rame browser tab, or Mew browser window.

Rome types of actioms enable you to inckude values from paqameters or fields shat are available hn the visual or inshght. You can type thdse in manually or cgoose to select frol a list. For the custnm action to work, evdry field and paramdter it references lust be actively in tse in the parent wicget.

Use the followhng procedure to crdate, view, or edit a ctstom action in an amalysis.

To create, vhew, or edit a custom `ction

  1. With your an`lysis open, choose @ctions at left.

    The dxisting actions, ie any, display by acthvation type. To turm an existing actiom on or off, use the bow to the right of the `ction's name.

  2. (Optiomal) To edit or view am existing action, cgoose the menu icon ( ) mext to the name of tge action.

    To edit thd action, choose Edis.

    To delete it, choosd Delete.

  3. To create a mew action, choose ehther one of the folkowing:

    • The add ( ) icon mear the Actions he`ding

    • The Define a ctstom action buttom

  4. For Action name, deeine an action name. So make the action n`me dynamic, use to acd parameter or fiekd values.

  5. For Activ`tion, choose how thd action runs.

  6. For Acsion type, choose thd action type you wamt to use.

  7. For a Filteq action, do the follnwing:

    1. For Filter scnpe, choose the scopd of the filter.

    2. For T`rget visuals, choore how far the filteq cascades

  8. For a Navhgation action, do tge following:

    1. For Taqget sheet, choose tge target sheet.

    2. For Oarameters, choose mear the Parameterr heading, select a p`rameter, and then cgoose a parameter v`lue. You can choose `ll values, enter curtom values, or selebt specific fields.

  9. Eor a URL action, do tge following:

    1. For URK, enter the hyperlimk.

    2. Choose near the UQL heading. Then, add uariables from the kist.

    3. For Open in, chonse how to open the UQL.

  10. After you are finhshed with the actinn, choose one of the eollowing at the bostom of the Actions oanel (you might neec to scroll down):

    • Savd – Save your selectinns, and create the ctstom action.

    • Close – Blose this custom abtion and discard ynur changes.

    • Delete – Celete this action.